COPEC is a 501c3 organization that has been serving Central Ohio since 2004, providing free speakers to provide wellness education and resources for businesses and organizations

Our Mission
Our mission is education, you’ll never get a sales pitch. We seek to inform, not sell, so you may rest assured that your members & employees who attend our programming will be in the most ethical environment possible.

For Companies & Organizations

If your organization provides or would like to provide education programming for your employee Lunch & Learns, management team retreats, annual conferences, association meetings or any other company or organizational needs, you can count on COPEC to be able to provide the content. Absolutely free to use, COPEC assists you in scheduling industry experts in many different areas.

For Individuals

It is COPEC’s goal to ultimately help you, the individual, to provide educational opportunities and expert resources about many topics important to you and your family. Attend employer programming, COPEC University classes, the Financial Wellness Portal or contact us to get assistance regarding personal questions. We are here to help.

For Small Business Owners

If you are a small business owner and would like COPEC to speak at your trade or professional association, please click here to learn more about our speakers and topics.

Our Team
COPEC Leadership team.

Daily webcasts and workshops as well as the complimentary 15-minute meeting resource are all hosted by and serviced through the generous support of Retirement Strategies, Ltd. Due to board representation and leadership, Retirement Strategies, Ltd., RS Tax & Accounting, Inc & Golowin Legal, LLC are considered affiliated companies of COPEC.
Click here for full COPEC and board affiliation disclosure information.

James Lindner CFP®,ChFC®, CLU®
President & Board Chairman
Jerry Snyder CFP®
Sherri Finley
Russ Golowin Esq.
Board Member
Tamara Duvall
Board Member
Our Impact



Wellness Programs